The Edge Podcast
The Edge Podcast is hosted by DeFi Dad and features two experienced crypto investors discussing major developments in digital assets. Episodes cover Ethereum, Bitcoin, and decentralized finance, with interviews featuring founders, investors, and developers. The show aims to help listeners gain an edge as investors by understanding market trends and emerging opportunities. It also points listeners to a free newsletter for exclusive content, market updates, and DeFi yield opportunities.
Episodes
Why Fundamentals Are Finally Winning and Where This DeFi Investor's Putting His Money | The Thesis
Kyle is an investor and now Senior Research Analyst at DefiLlama.Fundamentals are finally winning in crypto. But which sectors, which tokens, and why now?In this episode of The Thesis, Kyle walks through his complete framework for investing this cycle, including his highest conviction bets such as Venice (VVV). He also shares his take on DATs, inference capital markets, and why liquid investors ar
Is It Time to Buy ENA? Ethena Pay, The Equity Basis Trade, and The Token Cleanup
Lito is the Head of Growth at Ethena Pay.Is it time to buy ENA? What is Ethena Pay and how does it compete as a DeFi neobank? What is the equity basis trade and why does it matter for USDe yield? What just happened with early ENA investor buyouts and VC unlocks?Reputable DeFi investor and builder Lito, now leading growth at Ethena Pay, answers all this and more about why Ethena is thriving in its
Building Citadel Securities For The Tokenized Era | DeFi Frontier
Chris Kim is the CoFounder and CEO of Axis.Most of the volume happening in crypto still isn't visible onchain. It's a growing volume from fintechs, neobanks, CEXs, and remittance platforms bridging services between stablecoins, fiat, and tokenized assets behind the scenes, working with OTC desks for liquidity they can't source on their own.In this DeFi Frontier episode, Chris explains
Kool Krypto: The Story Behind The Anon DeFi Investor and What He's Betting On This Cycle
Kool Krypto is an anonymous DeFi investor and fund manager who's been in crypto since 2010.In this episode, he shares his remarkable journey at just 13 mining Bitcoin, to discovering DeFi through ETHLend, and later landing a fund seeded by a prominent New York family office after a fateful poker game. We get a crash course on onchain options from someone trading millions on Derive, as he share
Private DeFi Is Coming: Why Privacy Is Ethereum's Next Frontier | Lean Ethereum
Thomas Thierry is a Researcher at the Ethereum Foundation.Every transaction you make onchain is trackable. And most of us have just accepted that as normal, but we shouldn't have to!In this next episode of our Lean Ethereum series, Thomas walks through what's actually broken with privacy today, how Ethereum is getting closer to native private transactions, and what private DeFi will actual
Could Derive V3 Be "The Lighter" of Onchain Options On Ethereum? | DeFi Frontier
Nick Forster is the CoFounder and CEO of Derive.Could Derive V3 do for options, what Lighter did for perps on Ethereum?!In this episode of DeFi Frontier, Nick returns to to walk us through what to expect when Derive V3 ships this month of September: a ZK application that collapses the exchange, execution layer, and settlement into one stack, making institutional onboarding as simple as a few lines
Is It Time To Buy Back Into Crypto?
Ram Ahluwalia is an investor and the Founder of Lumida.Weeks ago, crypto was doom and gloom. Now everything is pumping and nobody owns enough!In this episode, Ram explains exactly why the rally happened, breaking down Bessant's bond market intervention and a massive short squeeze that caught everyone offsides. He shares his views on whether the bear market bottom came earlier than expected, and th
Will Ethereum Be Quantum Safe? This EF Lead Researcher Says Yes | Lean Ethereum
Thomas Coratger is a Researcher at the Ethereum Foundation.Quantum computers don't exist yet at the scale needed to threaten Ethereum. But they will, and Ethereum will be ready before they do!In this first episode of our Lean Ethereum series, Thomas walks through what the quantum threat actually is, how real it is, and when it could arrive. He explains which parts of Ethereum are most vulnerab
Don't Touch A Stablecoin Without Checking Pharos First | DeFi Frontier
TokenBrice is the Founder and Ike is Growth & Comms Lead at Pharos.In this episode of DeFi Frontier, Bryce and Ike walk through how Pharos provides investors, a free tool for tracking stablecoin cap, peg stability, liquidity, and dependency risk, including what factors into a stablecoin safety score, and what red flags to avoid. They even offer case studies and live examples of how Pharos trac
How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi | DeFi Frontier
Karn Saroya is the CoFounder and CEO of Re.T-bills got tokenized. Private credit's getting tokenized. Now it's reinsurance's turn.In this new DeFi Frontier episode, Karn walks through how Re brings reinsurance, the financial backstop behind every insurance company, onchain for the first time. He explains what reinsurance actually is, why the yield is real, how Re's programmable capital architectur
Polaris: Earn Yield On Gold, ETH, and BTC With No Counterparty Risk | DeFi Frontier
Robert Mullins is the CoFounder of Polaris.DeFi has a yield trap, where we're entirely reliant on staking rewards, T-bills, and basis trades for yield, all sources we don't fully control.In this new episode of DeFi Frontier, Robert explains how Polaris built native yield infrastructure for Ethereum. We review a new native yield-bearing ETH called pETH, that has both a market price and a ma
Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio
Sean Farrell is Head of Digital Asset Strategy at Fundstrat.Equities are at all-time highs. Crypto has lagged all year. And a lot of crypto investors are frustrated.In this episode, Sean explains exactly why that divergence happened but also why he believes the worst headwinds are now behind us and we're much closer to a bull market than we were at the start of 2026. He covers what data he wat
Is STRC Back? Apyx's Parker White On What Comes Next and Tokenizing STRC For DeFi
Parker White is a Founding Contributor of Apyx.Is STRC back? Saylor's flagship BTC-backed dividend-paying instrument has had a rough summer, trading more than 10% below par since mid-June, until this week. It's been a full on panic of investors asking what comes next.In this episode, Parker walks us through why STRC exists in the first place, why it's often misunderstood, and how it ca
Is The Market Bottom In? The DeFi Report's Michael Nadeau on H2 2026 and Where He's Deploying
Michael Nadeau is the Founder of The DeFi Report.Is the market bottom in? Michael isn't sure, but he's deploying anyway.In this episode, Michael walks us through his H2 2026 outlook using onchain data and market structure analysis. We cover why classic BTC top indicators never triggered this cycle, and why he's been buying below $65K while still unsure the lows are fully in. We discuss
How Morpho Built Through This Bear Market, And Just Launched New Fixed Rate Markets for DeFi
Paul Frambot is the CoFounder and CEO of Morpho.In this episode, we discuss how Morpho has built through one of crypto's hardest bear markets, thriving off major integrations with CEXs and fintechs like Coinbase and Robinhood, plus partnerships with TradFi players like Apollo.We get a first look at Morpho Midnight, screensharing their biggest product launch yet, introducing a new primitive for DeF
How To Keep Your Crypto Safe from North Korea's 2,500 Hackers
Pablo Sabbatella is the Founder of Opsek and Louis is the Head of Operations & Audits.North Korea has an estimated 2,500 organized hackers targeting crypto right now, which is why stolen funds often don't come from smart contract bugs, they start with hacking people.In this episode, Pablo and Louis walk through the real threat landscape facing DeFi users and protocols today, including the
Crypto Is No Longer In The Dreaming Phase, We're Now In The Big Boy Era
Johann Eid is the Chief Business Officer at Chainlink Labs.In this episode, Johann walks us through how crypto has evolved from a dreaming phase of romanticized white papers into its "big boy era," where hundreds of billions are now onchain, institutions from around the world are tokenizing RWAs like stocks, and stablecoins have changed the lives of everyday people from Lebanon to South America. H
Wartime Ethereum: The Case For ETH Going Much Higher
John Gillen is an ex-BlackRock VP, General Partner at TRU Capital, and host of The Milk Road Show.In this episode, John breaks down his Wartime Ethereum thesis on why this is a defining moment for Ethereum that demands engagement, conviction, and patience rather than capitulation. He walks through how ETH functions as a triple point asset, why stablecoins, tokenization, and the agentic economy are
How Royco Risk Tranching Is Working Through Its First Real World Stress Test | DeFi Frontier
Jai Bhavnani is the Founder of Waymont Co, the developer of the Royco protocol.In this episode of DeFi Frontier, Jai walks through how Royco evolved from an incentive platform into a risk tranching protocol connecting RWA issuers with both institutions and DeFi users. He explains what makes an asset worth tranching, and then navigates through a real stress test in progress for Royco, with the rece
The DeFi Circuit Breaker That Could Have Stopped The rsETH Exploit, And Why Linea Implemented It
Odysseus is the Founder and CEO of Phylax Systems, and Declan Fox is the VP and Head of Linea at Consensys.The rsETH exploit drained $292M from Aave, but a simple rule or circuit breaker could have prevented bigger losses!In this episode, Odysseus and Declan walk us through how Phylax's DeFi circuit breaker works: code currently running on the Linea sequencer that checks every transaction agai
Ethereum Is A Vault, ETH Is The Lock: A Framework for ETH's Fair Value, Today and By 2030
Tom Dunleavy is Head of Venture at Varys Capital.In this episode, Tom walks us through his valuation framework for ETH. He offers a mental model where Ethereum is the vault filled with stablecoins, RWAs, and DeFi activity secured by it. But ETH is the lock--and the bigger the vault gets, the more valuable the lock has to be to protect it. Based on Ethereum's current onchain activity, Tom gets us t
How Superstate Is Building The Bridge Between $700 Trillion In TradFi and DeFi
Robert Leshner is the Founder and CEO of Superstate, as well as the former CoFounder of Compound.Most people in DeFi are focused on the $2.5 trillion cryptonative market. Robert is focused on the $700 trillion that hasn't moved onchain yet. In this episode, he explains why tokenization is the long awaited evolution for crypto markets, how Superstate is building the bridge between institutional Tra
5 Revenue Streams Powering Jupiter's DeFi Super App | Revenue Meta
Kash Dhanda is the COO at Jupiter.Most people know Jupiter for its flagship DEX aggregator and perps. But we've dug into the onchain business backing JUP token value accrual and why the fundamentals are worth understanding heading into the next bull run.In this episode of Revenue Meta, Kash walks us through how Jupiter generates revenue across five distinct products: DEX aggregator, perps, Jupiter
Why Private Credit Is Moving Onchain — And What DeFi Gets Right and Wrong About It
David Vatchev is Head of Tokenization at Fasanara, Arpan Gautam is the Founder at Noon, and Rob Montgomery is the CoFounder at infiniFi.In this episode, David, Arpan, and Rob break down why not all private credit is the same, and why the short duration, asset-backed, diversified kind is fundamentally different from what's causing problems in TradFi. They walk through how Noon and infiniFi independ
Strata: Why DeFi Is Finally Ready for Risk Tranching | DeFi Frontier
Vish is the CoFounder & CEO of Frontera Labs, the developer behind Strata.DeFi has an abundance of exotic yields. What's been missing is a way to transfer risk between users who want different things. So while risk tranching has existed in TradFi for decades, Strata just made it permissionless.In this episode, Vish explains how Strata brings risk tranching fully onchain: senior tranches for co
Tori: Tokenizing 15% Yield From Institutional FX Markets, Uncorrelated With Crypto | DeFi Frontier
Samed Düzçay is the Founder of Tori.DeFi yields often collapse in bear markets because they recycle crypto-native capital. But Tori generates yield from somewhere else entirely.In this episode, Sam explains how Tori brings institutional FX carry trades onchain, borrowing in low-rate currencies, lending in high-rate emerging market currencies, and hedging the FX exposure fully back to USD. The spre
The Next Battle In DeFi Lending Is What's Inside Your Vault | DeFi Frontier
David Reising is the Founder of Lotus."Aave compresses risk. Morpho isolates it. Lotus clears it."In this episode, David walks through why avoiding bad debt has become DeFi lending's biggest self-imposed constraint and how Lotus's connected tranches, cascading liquidity, and productive debt unlock a yield curve that neither Aave nor Morpho can offer.According to David, the next battle in DeFi lend
Rysk: How to Earn Stablecoin Yield with DeFi Options in 1-Click | DeFi Frontier
Daniele Ugolini is the CoFounder at Rysk.DeFi options have failed repeatedly. Ribbon, Opyn, and a long list of protocols shut down or pivoted. Rysk almost joined them, over two years ago they had no product and were close to quitting.In this new episode of DeFi Frontier, Dan walks through how Rysk rebuilt from zero to $60M TVL in under a year by solving the one thing every previous options protoco
The Alchemix Comeback: Vaults, Fixed Yields, 10x Looping, and Why They've Been Building V3 For Years
Scoopy Trooples is the Founder of Alchemix.Many DeFi protocols from 2021 are gone. But Alchemix never quit.In this episode, Scoopy walks through the full Alchemix V3 redesign: how the new Mix-Yield Token (MYT) creates vaulted yields users can borrow against at 90% LTV, with zero interest, looping up to 10x, and how fixed-term redemptions unlock an entirely new yield primitive. Alchemix was the fir
The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin
Vivek Raman is Etherealize CoFounder and CEO while Michael McGuiness is an Etherealize Researcher and author of their recent report "Ethereum and The Era of Productive Money."Many have viewed ETH as a technology bet. Etherealize just published a report arguing it's something far more important, better money than BTC and gold, and the first monetary asset in history that actually compounds.In this
The Business of Spark: How Sky's Largest Sub-DAO Is Earning $27.8M In A Bear Market | Revenue Meta
Sam MacPherson is the CoFounder and CEO of Phoenix Labs, the core team behind Spark.Some DeFi protocols are burning through reserves, while others wait for the bull market to save them. Spark is doing neither.In a new episode of our Revenue Meta series, Sam breaks down the business behind Spark and how it's generating $27.8M in projected annual revenue (up from $23M since recording) across four bu
How Saturn Is Tokenizing Michael Saylor's 11.5% STRC Bitcoin Yield for DeFi | DeFi Frontier
Ellis Osborn and Kevin Li are CoFounders of Saturn.This is the first episode in a new series by The Edge Podcast covering emerging DeFi builders. Ellis and Kevin break down how Saturn tokenizes STRC via two onchain assets, USDat and sUSDat. Michael Saylor and his team at Strategy built STRC to pay an 11.5% yield backed by Bitcoin. Saturn is building the DeFi layer on top of this STRC yield.We lear
Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market
Chaitanya Jain (CJ) works on the Bitcoin team at Strategy.Most people know Strategy for its outspoken BTC bull Founder Michael Saylor and second, for buying billions in BTC, but more of you ought to learn about the financial instruments they've engineered, backed by BTC as digital capital that appreciates over time.In this episode, CJ breaks down how Strategy’s flagship STRC works, a perpetual pre
Why Katana Is Not An L2, It's A DeFi Super App
Matthew Fisher is CEO of Katana.Many L2s have launched, hoping the apps show up. Katana is taking a different approach, building apps itself and designing the economic engine from day one to make this all possible.In this episode, Matthew breaks down how vaultbridge assets like vbETH and vbUSDT redirect real yield from Ethereum Mainnet to active DeFi participants on Katana, why they acquired the t
Why Onchain Options Are Finally Working: Derive's 90% Market Share and What's Next?
Nick Forster is CoFounder and CEO of Derive.Every year since 2021, we've said onchain options would be huge, but it's never played out, until now. Derive has captured 90-95% of onchain options volume while competitors all died or pivoted to perps. The inflection point has arrived.In this episode, Nick explains why he stayed the course building the hardest product in DeFi, how Yieldmageddon is bull
From Goldman to DeFi: Building Institutional Yields for Stablecoins and BTC
Arpan Gautam is the Founder of Noon.After years at McKinsey and Goldman, Arpan was led to build institutional-grade yield products in DeFi. Noon now delivers one of the highest performing stablecoin yields (9% APY the last 30 days) while DeFi's biggest competitors sit at 4-6%.In this episode, we cover:+ How Noon's multi-strategy yield engine combines DeFi, CeFi, and TradFi to outperform competitor
Why The Token Bear Market Is Ending | Theia on Valuations, Token Rights, and Contrarian Investing
Felipe Montealegre is the Founder and CIO of Theia.A liquid crypto investment fund explains why they believe the four-year token bear market is coming to an end and how they're deploying capital. Felipe explains why his team concluded 99% of crypto tokens, excluding a few SoV tokens, should be valued on discounted cash flows and how that view kept them out of certain overvalued L1s and L2s. Plus,
Across Token Buyout: The First Proposal to Convert Back to a Private Company
Hart Lambur is the CoFounder of Across.We host a timely new discussion on the reasoning behind the first ever major token buyout in DeFi, a proposal to convert ACX tokenholders into equity shareholders of a traditional private company for Across. Hart explains how the $25M treasury would finance the buyout, and the vision for Across's future as stablecoin infrastructure where "$1 equals $1" and us
Which Blockchain Will AI Choose?
Davide Crapis is an AI Lead at the Ethereum Foundation.AI agents are already choosing which blockchains to use. Davide Crapis, AI Lead at the Ethereum Foundation, explains why Ethereum is building the infrastructure to win them over and what the internet of agents looks like in the near future.In this episode, we cover:+ Why AI agents are rational actors when choosing chains+ From experiment to in
Why DeFi Needs Credit Ratings And How Credora Is Building Them
Gil Santos is Lead Quant at Credora, and Marcin Kazmierczak is CoFounder of RedStone, which recently acquired Credora.We dig into why DeFi desperately needs credit ratings, how Credora is building them, and why this is the missing piece for institutional capital to flow onchain. Gil explains the problem: DeFi has transparency of transactions but opacity when it comes to risk. You can see every tra
Vitalik Recommits To Decentralization, Why No One Owns Their Stock, and Unlocking True RWA Ownership
Gabriel Shapiro is a top legal expert in cryptoassets and tokenization, who is now Founder of MetaLeX, where he's building onchain legal entities and tokenized securities infrastructure.We dig into Vitalik's recent tweet about refocusing on Ethereum L1 scaling, why Ethereum's commitment to maximum decentralization matters, and the evolution of L2s. Then Gabriel dives into why you don't actually ow
Ether.fi's Path from $50M to $100M+ (Cash, Vaults, and Token Rights) | Revenue Meta
Mike Silagadze is the CoFounder and CEO of ether.fi.Ether.fi is building crypto's own Revolut, a fully integrated banking experience that's self-custodial, with lower fees and higher rewards than traditional fintech. In Q4 2025, ether.fi Cash hit $126M in card spending, up 160% quarter over quarter, making it the largest non-custodial crypto card.Mike breaks down the business model (Stake, Liquid,
Why This Ethereum Bull Remains Steadfast While Markets Panic
Leo Lanza is a well known Ethereum investor and content creator.Markets are panicking. ETH is down 50% from its all-time high. Sentiment across all crypto markets is at multi-year lows. But Leo remains steadfast.He breaks down why Ethereum can't be replicated, why the four-year cycle is breaking, and how the CLARITY Act could be crypto's biggest catalyst ever. He explains why ETH is valued like go
Lighter's Founder on Ethereum's Fastest DEX: LIT, Robinhood, and The TradFi-DeFi Bridge
Vlad Novakovski is the Founder and CEO of Lighter, a high-performance ZK-based perps and spot exchange, built on Ethereum.A year ago, Lighter hadn't even launched. Today it's processing billions in daily volume, handling 500 million orders at a total cost of around $50K. Vlad's background spans STEM Olympiads, Harvard at 18, Citadel trading, and being an early advisor to Robinhood. Now he's buildi
Financing The AI Boom: How DeFi Is Filling A Trillion-Dollar Gap
David Choi and Conor Moore are CoFounders of Permian Labs, the builders behind USDai.AI infrastructure is projecting trillions of dollars in CapEx spend, but there's a problem: traditional finance can't keep up. Banks move too slow. Private credit funds can't scale. The most important commodity in the world has no liquid debt market.USDai is filling this gap by financing AI infrastructure with GPU
Breaking The Token Playbook: Cap's $12M Stabledrop
Benjamin is the Founder of Cap and DeFi Dave is the Founding Head of Growth.Token launches are broken. Founders pay exchanges 5-10% of supply, airdrop to farmers who dump immediately, and wonder why everything goes to zero. Benjamin calls it "the conveyor belt to death." Cap is breaking the playbook: no CEX listing fees, no token airdrops, and no TVL deals paid in tokens. Instead, they're doing th
Crypto Is Winning, Tokens Aren't: Why Fundamentals Matter More Than Ever
Grant is the Founder & CEO of Blocmates, and 563 is Head of Research.Crypto is winning, but tokens aren't. Headlines that would have pumped markets 30-40% in 2021 barely move prices today. There's a massive disconnect between fundamentals and price action--record adoption, institutional integration, real-world use cases, yet token prices are bleeding. Grant and 563 break down why this paradox
How Vaults Are Bringing DeFi To Millions
Sun Raghupathi is CoFounder and CEO of Veda.DeFi is living through interesting times: record adoption, proven infrastructure, institutional interest—but low sentiment and struggling token prices. Sun calls this "the enterprise era for DeFi," where protocols that don't have a B2B strategy for the largest financial institutions may not survive. But here's the opportunity: for the first time, DeFi is
Pendle's Revenue Breakdown (And Why Boros Could Explode in 2026) | Revenue Meta
TN Lee is CoFounder and CEO of Pendle.Pendle generates revenue through two streams: YT fees (5% of all yield and points accrued) and swap fees from PT trading activity. The protocol settled $45 billion in value for PT holders in just 2025, nearly doubling revenue YoY as TVL grew from $6.9B to $13.4B. But the real story for 2026 is Boros, Pendle's new rates trading platform that's already hit $200M
The Social Contract Is Broken: A Macro View On Crypto's Role
The social contract is broken. Boomers keep getting bailed out while Millennials and Gen Z are told to buy bonds that yield less than inflation. Tyler Neville from Muddy Waters Capital and co-host of Forward Guidance, breaks down why traditional markets feel rigged, where real growth is happening, and what needs to happen for Bitcoin to break through $100K.In this episode:+ Why traditional markets
Vaults Are Eating DeFi Yield: Why Institutions Are Paying Attention | Yield Talks
Chris Bradbury and Jordan Jackson from Summer.fi break down how vaults are becoming the consumable layer for DeFi yield and why institutions are finally paying attention.DeFi yield hunting is exhausting. Constant research, endless transactions, protocol risk assessment: it's a full-time job. Summer.fi helps solve this by packaging the best yields into vaults with DAO-managed risk controls, allowin
Maple's Path to $100M ARR | Revenue Meta
Introducing Revenue Meta—a new series by The Edge Podcast spotlighting DeFi protocols that actually generate cashflows and return value to tokenholders.There aren't many protocols that can answer the simple question: How does your business make money? We're starting with Maple Finance, where CoFounder & CEO Sid Powell breaks down their revenue model, treasury management, and path from $30M to
Our 2026 Crypto Playbook: 7 Predictions For The Year Ahead
DeFi Dad and Nomadic break down the biggest lessons from 2025 and share their playbook for navigating crypto in 2026.Every cycle feels familiar yet completely different, and 2025 proved that again. Bitcoin dominance stayed high, the altcoin rally never came, stablecoin supply rose to new highs, and institutional adoption accelerated faster than expected. Now we're looking ahead to what 2026 holds
Crypto’s Next Phase: Beyond The 4-Year Cycle
Rob Hadick is a General Partner at Dragonfly.As we enter the new year, we discuss why we all believe crypto is entering its next phase beyond the Bitcoin 4-year halving cycle, as institutional adoption, stablecoins, and real fundamentals reshape the market outlook for 2026.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl
How Ostium Aims To Make Every Global Market Tradable Onchain
Kaledora Fontana Kiernan-Linn is the CoFounder and CEO of Ostium.In this episode, we learn how Ostium is building a next-gen trading platform on Arbitrum, bringing deep liquidity to asset classes like commodities, equities, indices, and RWAs onchain, while pursuing a unique long-term vision to reinvent CFD-style market access through DeFi.------🔗 Essential Show Links 🔗► Newsletter: https://the-edg
Can Blockspace Futures Lead To A Gasless, Real-Time Ethereum?
Kevin Lepsoe is the Founder of ETHGAS.What if Ethereum could feel instant? In this episode, we explore whether blockspace futures trading could pave the way toward a gasless, real-time Ethereum, and what that would mean for DeFi, MEV, validators, and the broader L2 scaling roadmap.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https:
You're Valuing Ethereum Wrong (And Here's Why)
William Mougayar is an author, entrepreneur, investor, and Ethereum advocate.In this episode, we explore why Ethereum shouldn’t be valued like a stock, but instead understood as a public good infrastructure, more like the Internet valued through the lens of dependence, economic flow, and trust.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad►
Could Real-Time Financial Verification Detect Risk Earlier?
Wojtek Pawlowski and Ioan Moldovan are the CoFounders of Accountable.In this episode, we explore how real-time financial verification could help surface risk earlier across DeFi, CeFi, and even TradFi. The team behind Accountable explains how a new standard in verifiable, privacy-preserving reporting can change the way markets assess solvency, performance, and trust before problems escalate.------
Stablecoins Are Entering The Second Inning
Nick van Eck is the CoFounder and CEO at Agora.In this episode, Nick explains why he believes stablecoins are entering their "second inning," how enterprises are beginning to adopt stablecoins at scale, and what it actually takes to build payment infrastructure that operates at the speed of the internet.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://yo
Robinhood’s Vision For 24/7 Markets, Powered By Its Ethereum L2
Johann Kerbrat is Crypto General Manager at Robinhood.In this episode, we unpack why Robinhood built its own Ethereum L2 and how it plans to power 24/7 markets for tokenized stocks, digital assets, pre-IPO company trading, and the next wave of onchain financial products such as stablecoins and prediction markets.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://you
How To Value Hyperliquid According To The Largest HYPE DAT
David Schamis is the Founding Partner and CIO of Atlas Merchant Capital and now CEO of Hyperliquid Strategies.In this episode, David breaks down how serious seasoned investors think about valuing Hyperliquid, from the bull case for HYPE to the economics behind running the largest HYPE DAT in the world. We discuss what's unique about Hyperliquid, navigating mNAV dynamics as a DAT , and why Hype
YIELD TALKS: HIP-3 Markets, Kinetiq's TGE, and The HYPE Airdrop 1-Year Anniversary
Omnia is the CoFounder of Kinetiq.In this new episode of Yield Talks on The Edge Podcast, we dive into an overview of HIP-3 markets, Kinetiq’s token launch tomorrow, and what a Hyperliquid builder might speculate on happening next, following the upcoming one year anniversary of the HYPE airdrop.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad►
Coinbase Just Launched ETH-Backed Loans, Powered By Ethereum DeFi
Sid Ramesh is the Product Lead for Crypto-Backed Loans at Coinbase.In this episode, we explore Coinbase's newly launched product for ETH-backed loans, built entirely on Ethereum DeFi using Morpho on Base. We unpack exactly how these loans work, why they matter, and what this means for the future of onchain loans. Sid Ramesh brings an insider view into Coinbase’s broader vision for permissionle
The Next Generation of Tokenized RWA Yields in DeFi
Sonya Kim and Romeo Ravagnan are CoFounders of 3F Labs.In this episode, we explore how 3F is pioneering the next generation of leveraged tokenized fund yield by bringing institutional-grade arbitrage strategies fully onchain. Sonya and Romeo break down how transparency, adjustable leverage thanks to bridge loans, and new legal frameworks will open the door for a new wave of professional capital en
Let Ethereum Cook: The Foundation’s Push for ZK, Privacy, and Tokenization
James Smith is Head of Ecosystem at the Ethereum Foundation.In this episode, we unpack everything Ethereum is building right now, some of it driven by initiatives at the Ethereum Foundation. From breakthroughs in zk technology and privacy to a growing wave of real-world asset tokenization poised to bring trillions onchain, this conversation highlights why we remain laser-focused on Ethereum. Our g
Understanding The Risky Business of DeFi’s Risk Curators
Ruca is Head of Growth and Giel (aka deepcryptodive) is Head of Risk Curation at kpk.In this episode, we discuss the role of DeFi's risk curators, the individuals and teams responsible for assessing, pricing, and managing risk across DeFi lending markets and tokenized yield vaults. We talk about how risk curation has become both an essential service and a risky business of its own, as witnesse
YIELD TALKS: Can AI Replace Human Curators In DeFi?
RightSide is a Core Contributor at Pendle and Vivaldi is a CoFounder at Symphony.In this live session of Yield Talks, we explore whether AI can improve upon the work of human curators in evaluating, managing, transacting, and securing DeFi markets.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: ht
Is This The Next Best BTC Yield In DeFi?
Michael Egorov is the Founder of Curve and yieldbasis.In this episode, the legendary DeFi founder walks us through his newly launched protocol called yieldbasis on Ethereum, designed to deliver the best Bitcoin yield yet. We explore how it works, its synergy with Curve, and how it aims to deliver a competitive yield-bearing version of BTC onchain in nearly any market conditions.------🔗 Essential S
Navigating The World of Ethereum L2s, According To L2BEAT
Bartek Kiepuszewski is the Founder of L2BEAT.In this episode, Bartek breaks down the current landscape of Ethereum’s L2 ecosystem, from how L2s are categorized by stage, to what defines true decentralization, and why transparency remains a part of the foundation of Ethereum's social layer.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► A
How Wildcat Is Building The Craigslist Of Private Credit Onchain
Laurence Day is the CoFounder and CEO of Wildcat Labs.In this episode, we explore how Wildcat is reinventing private credit onchain, building what Laurence calls “the Craigslist of private credit.” We explore why DeFi is ready to scale undercollateralized lending, the money multiplier effect to follow it, and how Wildcat aims to be a foundational primitive to make borrowing and lending more open,
Code Is Law: Inside The New Documentary On DeFi’s Biggest Hacks
James Craig is the Director of the movie Code Is Law.In this episode, we go behind the scenes of Code Is Law: Crypto’s Unstoppable Heists, a new documentary retracing the history of DeFi’s biggest smart contract exploits. James walks us through the fascinating stories he investigated behind these famous hacks, including The DAO, Indexed Finance, KyberSwap, and Mango Markets. Plus, how the human st
A New Decentralized Network for Reputation, Trust, and Decision Making on Ethereum
Billy Luedtke is the Founder of Intuition.In this episode, we explore how Intuition is building a new decentralized network for reputation, trust, and decision-making on Ethereum. Plus, why this could be the foundation for a universal knowledge graph that reshapes how we share and verify information online.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.c
Is This The Best DeFi Yield Since Ethena?
Behrin is the Founder of Neutrl Labs.In this episode, Behrin reveals how Neutrl is bringing a new yield to DeFi with asymmetric stablecoin returns powered by OTC arb strategies. We explore how their synthetic dollar NUSD and the yield-bearing form sNUSD work, why it reminds us of Ethena, and what makes their approach stand out in today’s market.------🔗 Essential Show Links 🔗► Newsletter: https://t
What’s Next For Base, According To A Base Builder
Luke Youngblood is the Founder of Moonwell and Mamo.In this episode, Luke shares what opportunity he sees ahead for Base builders and users, as one of the earliest DeFi founders on Coinbase's Ethereum L2. We explore Coinbase’s vision for integrating Base into its retail products, including DeFi mullet style products like the new USDC lending on Morpho. He even drops insights on the future Base tok
Why ETH Is Destined To Go So Much Higher
Ryan Berckmans is an Ethereum community member and investor in ETH.In this episode, Ryan explains why Ethereum’s fundamentals are still outpacing ETH’s price, even after a 3x run since his last guest appearance in April. We dive into why he believes Ethereum can power 1000x growth in the onchain economy, what that means for ETH’s value, and the key catalysts ahead, from Vitalik’s vision for low-ri
The Promise of Bringing ZK Everywhere, Starting with Ethereum
Shiv Shankar is the CEO at Boundless Network.In this episode, we dive into the rise of Zero-Knowledge (ZK) technology, exploring how ZK can transform blockchains like Ethereum and beyond. From quantum-proof security to a universal ZK protocol, learn why so many builders in DeFi and Web3 believe ZK is key to the next era of scalability, privacy, and interoperability.------🔗 Essential Show Links 🔗►
Maple’s 10X Growth Story and What The Next 5 Years Look Like
Sid Powell is the CoFounder and CEO at Maple.In this episode, interview Sid about how Maple achieved 10X growth in 2025, from $400M to $4B TVL, and what the next five years could look like for onchain lending, institutional adoption, and new products like syrupBTC.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edg
Plasma's L1 For Stablecoins Goes Live Soon: What To Know
Paul Faecks is the Founder of Plasma.In this episode, we prepare for Plasma's mainnet launch with all you need to know as a DeFi stablecoin user. Paul shares his vision for Plasma DeFi, why they chose to build an L1 specifically for stablecoins, how they'll attract liquidity, and what to look for at mainnet launch.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: h
Mantle’s Big Bets: Ethereum L2, ETH Treasury, DeFi Neobank, and Bybit
Tim is the Global Head of Strategy at Mantle and YZ is Product Lead.Mantle is placing some of the biggest bets on their Ethereum L2, a DeFi neobank (UR), a long-standing $500M ETH treasury, and a new major Bybit partnership. In this episode, we unpack the implications of all this in growing demand for their DeFi economy.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: htt
The Multi-Trillion-Dollar Opportunity for DeFi Unsecured Credit Markets
Jacob Chudnovsky is the Founder of 3Jane.In this episode, we explore how 3Jane is pioneering the holy grail of DeFi, unsecured credit and loans. Jacob explains how 3Jane will unlock a multi-trillion-dollar credit-based market for DeFi, by combining onchain and offchain credit scoring using zkTLS, innovative repayment mechanics, and a dual-token yield model to offer competitive lending yield, plus
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